+39.7%
HAL vs MOS
-32.4%
+72.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -12.0% | +21.6% | -33.6% | -19.4% |
| 30D | +0.3% | +12.0% | -11.7% | -5.2% |
| 3M | -1.6% | -3.9% | +2.3% | -1.4% |
| 6M | -20.5% | -3.3% | -17.2% | -21.7% |
| YTD | +14.2% | -4.6% | +18.9% | +10.3% |
| 1Y | +18.9% | -7.0% | +25.8% | +15.6% |
| 3Y | -13.7% | -24.4% | +10.7% | -12.0% |
| All | +39.7% | -32.4% | +72.1% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling